Remember what I said what the future of computing will be, from a corporate stand point i.e. :
- Consolidation will accelerate (both on server as well as desktop market)
- Jobs will require versatilists (highly skilled professionals with business acumen)
- Jobs will be on a steady decline (look even at the steady decline of CIO jobs on top exec level to low level jobs like sys admins, network admins, it will be more in the form of "Technology advisors" and "Infrastructure Admins")
- Lots of aggressive out - and in sourcing
Finally, the newest VMWare killer is Pano Logic. This is a small start-up that has developed a device that replaces the PC entirely in a desktop virtualization scenario. The device allows all the functionality of a PC to be implemented on a server with only the keyboard, display and the Pano device actually residing on the users desk. Interistnly, the company's chief executive formerly worked at XenSource.
The bottom line after all this discussion is that, for now, VMWare is still by far the front-runner in the virtualization space. We know that Microsoft will be a formidable contender when they release their product. The only real change in the situation is that XenSource now has the deeper pockets of Citrix available to obtain more R&D funding. This should help XenSource become more competitive on a quicker timetable. And it may mean that Citrix will look to become the one-stop shop for all types of virtualization and application access and delivery solutions. This could make for an interesting alternative to VMWare. Large corporations, the kind most likely to adopt virtualization, will be very careful about adopting an approach as radical as Pano Logic's but it is worth keeping an eye on. As these solutions become more common, we will see the virtualization companies begin to compete on price. And here is where we may see VMWare's weakness emerge.
I personally don't think that Pano Logic is on a kill, it is offering an ingenious solution to a very complex and over-crowded market that desktop virtualization is today. And obviously a mad and hungry acquisition can always rob it of its identity.
Check the whole post.